MPPLM

Midwest Professional Planners Ltd (MPPL) Portfolio holdings

AUM $380M
1-Year Est. Return 20.36%
This Quarter Est. Return
1 Year Est. Return
+20.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$92.9M
AUM Growth
-$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$2.67M
2
+$2.25M
3
+$2.01M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$1.92M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.91M

Top Sells

1
+$2.69M
2
+$2.46M
3
+$2.16M
4
ICF icon
iShares Select U.S. REIT ETF
ICF
+$1.43M
5
AET
Aetna Inc
AET
+$986K

Sector Composition

1 Healthcare 6.61%
2 Industrials 6.41%
3 Technology 5.42%
4 Financials 4.28%
5 Utilities 2.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.56M 9.21%
102,353
+22,787
2
$6.79M 7.3%
63,713
-2,489
3
$6.04M 6.5%
43,557
-4,311
4
$5.41M 5.82%
115,592
-6,439
5
$4.64M 5%
18,576
-3,645
6
$4.15M 4.47%
13,706
-2,275
7
$2.83M 3.05%
25,084
-2,194
8
$2.67M 2.87%
+24,157
9
$2.66M 2.87%
48,603
-3,478
10
$2.58M 2.77%
24,789
-2,780
11
$2.47M 2.66%
27,691
+22,524
12
$2.25M 2.43%
+33,582
13
$2.2M 2.37%
25,422
+22,213
14
$2.18M 2.35%
14,834
-4,400
15
$1.83M 1.97%
13,684
-16,102
16
$1.42M 1.53%
27,897
-651
17
$1.34M 1.44%
+26,375
18
$1.16M 1.25%
347,320
-9,120
19
$1.09M 1.17%
15,027
-280
20
$1.03M 1.11%
10,576
-239
21
$995K 1.07%
9,707
-51
22
$939K 1.01%
12,667
-267
23
$924K 0.99%
23,444
-872
24
$906K 0.98%
6,471
-215
25
$904K 0.97%
8,294
+60
1
2 3 4